Getting the Tax Aspects of Business Planning Right from Formation to Termination Webcast
Dec 18 8:00 - 4:00 p.m.
Online
8-Tax CPE Credits
Understand the ways in which tax-oriented alternatives impact key life
cycle decisions of a business and the ways in which the facts and attributes of
a given business affect these choices. Learn how to apply a structured process
for evaluating a decision, considering the business’s unique circumstances and
determining the best alternatives from a tax standpoint. Take an interactive and
hands-on approach to the topic with group and team exercises.
Highlights
Choice of entity considerations
Payroll and health care
Business expansion
Multistate tax implications
Pension plans
Asset acquisition within the operating company or a separate entity, or leasing and inventory treatment
Negotiation of terms of sale
Registration
PICPA Member: $275 Nonmember: $375
More Information
Course No.
752601
Level:
Intermediate
Prerequisites:
Working knowledge of the fundamental principles of business taxation
Speaker(s)
Martin Satinsky
Partner, Tax Services
Martin J. Satinsky, CPA
Satinsky, CPA, J.D., LL.M., AEP, Martin J.
Martin J. Satinsky has been providing tax and
financial planning services to individuals and businesses for over 40 years. He
has co-authored seven books on income and estate taxes and personal financial
planning, including the popular “Tools and Techniques of Financial Planning.” He
has conducted numerous seminars on tax, estate planning, and financial planning
topics, including many presentations on life insurance issues. Mr. Satinsky has
worked with regional and international accounting firms, including seven years
as a tax partner with Coopers & Lybrand. He was a partner in the accounting
firm of Smart and Associates, LLP, specializing in tax consulting for high net
worth individuals and closely-held businesses. As director of professional
development, he was also responsible for the firm’s training and continuing
professional education (CPE) program through Smart University. He was also a
founding shareholder of Second Opinion Financial Services, Inc. (SOFS), a
company with a focus on educating professionals on the use and mechanics of life
insurance. In 2006 Mr. Satinsky was honored by the National Association of
Estate Planners and Councils (NAEPC) as a Distinguished Estate Planner. Mr.
Satinsky is a graduate of the Pennsylvania State University and the Law School
of the University of Pennsylvania. He received his Master of Law degree in
Taxation from Temple University Law School.